Tess Montague Papazian

Employer firm

Charles Schwab Investment Management, Inc CRD 106753

$1.72T regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 03/2018
  Windhaven Investment Management, Inc.
  Boston, MA
• 01/2018 → 01/2020
  Charles Schwab Investment Advisory, Inc
  Boston, MA
• 01/2020 → Present
  Charles Schwab Investment Management
  Boston, MA

Previous Registrations

• 2018-02-27 → 2020-09-28
  Charles Schwab Investment Advisory, Inc.
  Boston, MA
  San Francisco, CA
• 2017-07-26 → 2018-03-30
  Windhaven Investment Management, Inc.
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-07-10

Other Names

• Tess Elaine Montague
• Tess Montague